This FAQ will go over how a customer would access their invoices through Customer Portal. Invoices in Customer Portal are never editable. To view the invoices, click on “Invoices” in the header. Search for the invoice and click “Select” to…
This FAQ will go over how a customer would add subaccounts through the Customer Portal. A subaccount is another login that can be used to access the customers account. Additional subaccounts do not increase the subscription cost, billing is based…
This FAQ will go over how a customer would search for items and use the product finder in the Customer Portal. On a quote or an order, click the search button. More information on those buttons can be found here:…
This FAQ will go over how to set up and import an excel file into an order through Customer Portal. Excel To start, create an excel spreadsheet and enter the order info following the format and example below. Note: Do…
This FAQ will go over how to make and view previous payments in Customer Portal. To use this and receive credit card payments, the Century/EBizCharge integration is needed, or ACHs can be processed via EBizCharge or a bank-processed NACHA file. More information…
This FAQ will go over how to use staging and restaging in Fulfillment. Using staging areas allows pull and pack labels to record exactly where the product is being placed (i.e. the shelf, section of the floor, or bin). This…
This FAQ will go over how the company preference “Prioritize Exclusive Pricing Level Even If Price Is Greater” works with other discounts. To enable this, go to System > Company Preferences > Sales > Behavior When this is enabled, the…
This FAQ will go over why the same line may show up multiple times in a search. This only applies to the PO and RFQ lists. A line may show up multiple times in a list, if there are multiple…
This FAQ will go over how to write off AP balances using a journal entries. Journal Entry Start by creating a journal entry. The first line on journal entry will be to the AP account, with the Vendor on the…
This FAQ will go over receipts and cash drawers in Paradigm. More information on setting up receipt printers and cash drawers can be found here: Activate Receipt Printers And Cash Drawers For Use In Paradigm Receipts can be printed whenever…
